Salesforce Certified CPQ Specialist — Question 127

The sales team at Universal Containers (UC) has received customer feedback that numerous lines on atypical Quote make it difficult to understand how the total amount breaks down across the various types of Products: Hardware, Software, and Professional Services. UC uses Quote Templates to generate Quote Documents.
Which solution would allow customers to see separate tables and subtotals organized by Product Family?

Answer options

• A. Create a Line Items section and set SBQQ_ProductFamily__c as the Roll-Up field,
• B. Create Roll-Up Summary fields on the Quote for each Product Family and add them as merge fields to the Template Too.
• C. Create an HTML Template Content record with three tables to represent each Product Family.
• D. Create a Line Items section and set SBQQ__ProductFamily__c as the Group field.

Correct answer: D

Explanation

Option D is correct because setting SBQQ__ProductFamily__c as the Group field allows the Quote to be organized by Product Family, enabling separate tables and subtotals for each family. Option A does not group the items effectively for visibility. Option B introduces unnecessary Roll-Up Summary fields instead of using the grouping feature. Option C, while creating tables, does not utilize the Quote's built-in grouping functionality.